Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Madison Capital Names Portfolio Director
By Staff WriterNEW YORK--(HedgeWorld.com) Madison Capital Management LLC, has appointed Kristina Smorol as a portfolio director. Ms. Smorol will work primarily on investments in real estate securities for Madison's joint venture with Pramerica's real estate investment management arm and other funds managed by Madison. The joint venture concentrates on nontraditional real estate...
October 06, 2004
Fidelity to Close Diversified International Fund; Shuffles ManagersOct. 4, 2004 - Fidelity Investments said it will close its Fidelity Diversified International Fund (FDIVX), effective October 25, to new investors. The company attributed the...
October 01, 2004
What's in a Name?Junxure's history is a bit confusing because of its former association with Schwab Performance Technologies. Junxure got its start by signing an agreement to let...
October 01, 2004
Model PortfoliosTo better serve his smaller-account clients and the family members of some of his larger clients, Leonetti's firm offers a mutual fund modeling service. After...
October 01, 2004
The Middle Way: Election 2004As a candidate for the presidency some time ago, this man noted that unlike the "generation of Americans who stormed beaches, liberated concentration camps, and...
September 27, 2004
Nexstar Capital Hires Ex-Dresdner Exec as Portfolio ManagerNEW YORK (HedgeWorld.com)--Nexstar Capital Partners LLC hired Peter J. Carril as managing partner and portfolio manager. Mr. Carril previously was global head of emerging markets debt trading at Dresdner Kleinwort Wasserstein, according to a news release from Nexstar. He also serves as a board member for the Emerging Markets Traders...
September 20, 2004
American Express Offers Morningstar Portfolio AdviceNU Online News Service, Sept. 20, 2004, 4:34 p.m. EDTAmerican Express Financial Group, Minneapolis, has picked a unit of Morningstar Inc., Chicago, to help ...
September 02, 2004
SEC Releases Final Rule On Portfolio Manager DisclosureSEC Releases Final Rule On Portfolio Manager DisclosureByThe U.S. Securities and Exchange Commission is beefing up portfolio manager disclosure requirements for variable annuity issuers.The agency ...